Managed Account Rebalancing System
Deliver a highly scalable managed account rebalancing solution across your enterprise with integrated risk management, tax-aware optimization, and portfolio accounting.
Managed Accounts, Engineered for Scale
Helping firms scale investment operations with confidence.
Tax Efficiency
Incorporate client-specific tax data, wash sale rules, tax rates and capital gain budgets into portfolio decisions to pursue better after-tax outcomes (i.e. tax alpha).
Risk Control
Identify, measure, and manage portfolio risk before, during and after rebalancing using institutional-grade risk analytics.
Model Management
Create, maintain and manage unlimited model portfolios while ensuring consistent implementation across all managed accounts.
Rebalancing Automation
Automate complex rebalancing workflows to reduce manual effort, minimize errors and respond efficiently to market changes.
Drift Reduction
Monitor portfolio drift and tracking error continuously to keep accounts aligned with intended investment objectives and strategies.
Custom Reporting
Generate transparent portfolio reports and build customized reporting views using accessible data within the MARS platform.
Everything Needed to Manage Portfolios at Scale
MARS combines portfolio rebalancing, risk management, tax optimization, and reporting capabilities into one enterprise platform.
Advanced Tax Management
Capture and apply wash sales, short-term and long-term tax rates and client-specific tax preferences during rebalancing.
Portfolio Accounting
Maintain transparent portfolio records and gain access to detailed portfolio data for analysis, reporting, and oversight.
Institutional Risk Models
Leverage any structured multi-factor risk model; including Northfield's Everything Everywhere Risk Model to monitor risk exposure across asset classes at the security level.
Turnover Management
Reduce unnecessary trading activity while accommodating client-directed mandates; including cash withdrawals and tax loss harvesting requirements.
Consistent Implementation
Apply the same investment methodology across all portfolios regardless of advisor, manager or operational workflow.
Enterprise Capabilities
Solving the Most Complex Portfolio Management Problems
Built to address operational inefficiencies, portfolio risk and tax-sensitive investment management challenges.
Institutional-Grade Risk Analytics
MARS integrates with Northfield Information Services, delivering sophisticated risk analysis capabilities trusted by leading financial institutions.
Built on Expertise. Backed by Experience.
Industry Partnerships
SoftPak Financial Systems collaborates with trusted financial technology leaders, including Northfield Information Services, to deliver proven investment solutions.
Deep Expertise
Our engineering team brings extensive quantitative financial software expertise, delivering reliable support and specialized industry knowledge.
Results Focused
Leading wealth management firms rely on MARS to improve efficiency, strengthen investment processes and scale operations confidently.
Connected Ecosystem
Access a broad network of advisors, partners, custodians and investment professionals through SoftPak Financial Systems' extensive industry relationships.
Designed for Modern Investment Firms
MARS is built for organizations that require scalable portfolio management and institutional-grade investment operations.
Transform Portfolio Management with MARS
Automate rebalancing, strengthen risk oversight, improve tax efficiency and deliver consistent investment outcomes across every account.